Creating New Appointments from an Order

  1. From the Main shortcut bar, select New Estimate or Repair Order.

    • Result: A new blank quote form displays, with the Job View tab selected.

  2. Create an order as described in Creating New Estimates or Repair Orders.

    • Note: Instead of clicking Save as Est, click Save as Appointment.

    • Result: The New Appointment window opens.

  3. Complete the New Appointment window as described in the New Appointment article.